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DISV and DFIS share 41.8% of their holdings.
| Side by side | HAUZ | DISV | DFIS | RWX |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | International · Ex-US broad | International · Ex-US broad | Sectors · Real estate |
| Expense ratio | 0.10% | 0.42% | 0.39% | 0.59% |
| Cost per year on $10k | $10 | $42 | $39 | $59 |
| Trailing 12-mo yield | 3.77% | 2.66% | 2.21% | 4.14% |
| Income per year on $10k | $377 | $266 | $221 | $414 |
| YTD | −5.7% | +14.7% | +10.7% | −3.8% |
| 1 year | −4.2% | +22.5% | +15.8% | −2.0% |
| 3 years · per year | +9.7% | +27.5% | +23.2% | +8.9% |
| 5 years · per year | −2.2% | — | — | −2.5% |
| Worst drop · 1Y | −17.8% | −12.7% | −12.5% | −15.5% |
| Volatility · 1Y | 14.1% | 14.9% | 15.4% | 13.6% |
| Holdings | 410 | 1,489 | 3,463 | 126 |
| Assets | $1.1B | $5.1B | $5.8B | $230M |
| Leverage | None | None | None | None |
| Since | 2013 | 2022 | 2022 | 2006 |
Highlighted = best in the row. Returns include dividends.